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About the Role
The Associate, Business Tools supports the development of sales enablement products, including the global CRM system and key integrations. This role partners with business stakeholders to understand needs, translate requirements into solutions, and drive enhancements across the sales technology ecosystem. The position is within the Global Client Group (GCG) Operations’ Business Tools team, focused on enabling the CRM ecosystem to drive business processes and insights for a holistic view of global client relationships.
Responsibilities
- Serve as a business analyst for CRM and related sales technology platforms, developing a strong understanding of business processes, user workflows and underlying data
- Gather business requirements from various stakeholders, translate them into user stories and design requirements, and effectively communicate between the business and Technology to deliver scalable solutions that meet business needs
- Manage small-to-medium projects and workstreams from discovery through implementation, coordinating stakeholders, timelines, dependencies, testing, communications, and rollout activities
- Develop strong partnerships with sales channels to provide product support and identify opportunities to improve user experience, processes, and platform capabilities; build a strong understanding of the sales business needs and strategy to inform recommendations
- Maintain and enhance critical client data across sales systems, proactively identifying data quality issues and supporting solutions that ensure accurate, consistent, and compliant data governance and privacy standards
- Execute and oversee complex data activities, including bulk data updates and querying/analyzing data using tools such as Excel and Snowflake, to support business analysis, data maintenance, and decision-making
- Create and maintain runbooks, process documentation, and communications to support product activities and ongoing enhancements
- Contribute to product roadmaps and prioritization, balancing business value, user needs, risk and technical considerations
Requirements
- Bachelor's degree required
- 2-4 years’ experience in business analysis, operations, or technology support, including internships
- Demonstrated experience gathering business requirements, analyzing processes, and translating business needs into technology solutions
- Experience independently coordinating projects or workstreams across multiple stakeholders
- Strong analytical skills, including advanced Excel skills and experience querying, manipulating and validating data
- Ability to work with large datasets with a high degree of accuracy and attention to detail while also understanding the broader business context
- Strong problem-solving, critical thinking, and communication skills
- Demonstrated ability to manage multiple priorities, exercise judgement and drive work forward with limited direction
- Strong interpersonal skills with the ability to build trust, facilitate discussions and effectively partner with business and technology stakeholders
- Intellectual curiosity and desire to learn, with an ability to develop a deep understanding of business processes and the “why” behind them
- Experience with Microsoft Dynamics or similar CRM software and testing tools (e.g.. JIRA) a plus
- Experience in sales/sales operations or the financial services industry a plus
- Understanding of Agile principles a plus
- This role is not eligible for immigration sponsorship
Skills
- Advanced Excel skills
- Querying data
- Data manipulation
- Data validation
- Microsoft Dynamics or similar CRM software
- Testing tools (e.g., JIRA)
- Agile principles
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 2-4 years
Education Level
- Bachelor's degree
Benefits
- Comprehensive benefits
- Educational initiatives
- Special celebrations of our history, culture, and growth
About the Company
- Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
Equal Opportunity
- It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.